Today, we have reserved a guest post for Jan De Blonde who is very actively engaged in sustainable farmland investment abroad. Jan is ...
My friend the equity racehorse sent me me the following interesting link which appeared on Dutch television and which basically ...
Vorige zondag (6 mei 2012) verscheen het volgend interview in De Zondag:
Elk jaar omtrent deze tijd publiceert BP zijn Statistical Review of World Energy. Bijna 50 pagina’s grotendeels gevuld met tabellen ...
Door een abrupt beëindigde skivakantie (nauwelijks 50 meter op de latten gestaan) bracht ik de rest van de week haast immobiel en al ...
Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember ...
Davos, setting of the Thomas Mann novel "Der Zauberberg" and sheltering famous people throughout history such as ...
Following our adventures in today's every changing moods in the world of finance, it's not a bad thing to assess volatility as a ...
You may remember I wrote a piece on Asia Pacific Breweries (APB) , Heineken and Fraser & Neave (F&N) when I was in Singapore earlier ...
My dear friend Sideshow Bob sent me a short note which I think deserves some attention. It opens up the discussion on one of the most ...
Geen kat die deze stelling zal betwisten, maar de impact ervan op de Chinese economie wordt vermoedelijk zwaar onderschat. We hebben ...
De kogel is door de kerk, iedereen van ons kan straks aandeelhouder van Facebook worden. Intekenen op een IPO is echter niet altijd ...
Apple kwam de afgelopen week met de langverwachte medeling over hun spaarpot van 100 miljard $. Een mogelijke overname is nog niet in ...
On March 14th, the Media Innovation Center was launched (under the wings of the IBBT) and baptized 'Mix'. Its goal is to support and ...
Yesterday Fitch released a report with some arithmetics and outlook on the ageing population and how the developed west so far has ...
According to the World Economic Forum, Canadian banks have been ranked as the soundest and most safe banks world-wide, this for 5 ...
Gemini, the immortal twins Castor and Pollux, in this case Dublin and Cork. We picked up an interesting story from out of Bloomberg ...
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Well, it's not exactly Moody's but more precisely Fitch, sending out messages which are "surprising" to say the least. Remember earlier this week, Fitch came out with pension time bomb study on which we blogged. And in the case of Belgium, it's a long way to Tipporary with a considerable chance of downgrade towards BBB in case of ...
I have been feeling a lttle bit under the weather but luckily, we can post some stuff with a little help from our friends. Sideshow Bob volunteered and came up with the following short consideration about the impact of Basel III going softer on banks and capital cushion requirements. It also touches the vital aspect of financial ...
Former FED governor Paul Volcker was appointed in 2009 by the Obama administration to chair the President's Economic Recovery Advisory Board. Volcker has ever since been focusing on systemic risk in the financial sector, more specifically the trading positions commercial banks take on. It's basically an extension or implementation ...
Today, the Swedish Academy on the Nobel decided to grant this year's award towards Alvin Roth and Lloyd Shapley. A quick reminder here.When the academy gave its first - non official - reward, it had to be spot on. And it was because it went to Tinbergen and Frish. Now concerning Tinbergen, the award was "complete". Tinbergen in ...
We have seen some remarkable shifts lately on the German political front. Yesterday, Frau Merkel wistled back its CSU coalition partner after an interview in Der Spiegel which was rather unfriendly towards Mario Draghi and Greece. In addition, in her ARD appearance, Frau Merkel was remarkably in favor of the ESM rescue ...
At Econopolis we combine in-depth research and analysis with on-the-ground company visits around the world to find the best opportunities in this ever changing world. Yesterday, we had the unique opportunity to meet with some members of the top management from Archer Daniels Midland (ADM) in Hamburg. We talked at ...
Rond deze tijd van het jaar komt de Opperbelegger met zijn brief aan de aandeelhouders, en die wordt ook gretig door de rest van de wereld gelezen. Wie deze lectuur (en andere boeken over de man) doorneemt, moet wel gaan dromen over onmetelijke rijkdommen die door beleggen blijkbaar kunnen worden vergaard. Zelf kocht ik mijn eerste ...
New figures on US home foreclosures were recently released and for some, it might even induce some feeling of optimism. So the worst is behind us ? Not yet, and certainly not as far as the FED is concerned. But let's first take a look at some basic stats.
Earlier this week, we mentioned the rally on high yield European short term government bonds in anticipation of Wednesday's ECB LTRO auctioning (Long Term Refinancing Operation). Markets had expected something in the range of 300-400 bio EUR. The final result was 489 bio EUR spread over 523 bidders, on average almost 1 bio EUR per ...
After November's hectic month on all sorts of government bonds, ranging from PIIGS over to Belgium over to credits globally, December has kicked off under a different Zodiac sign. In fact, the latest auctions on government bonds have staged various rallies on different countries.Now the question would be : Has the Belgian state ...
De laatste maanden betoogden misnoegden in Brussel, Antwerpen, Leuven en Oostende tegen de inhaligheid van de banken. Het “Occupy Wall Street” protest startte deze zomer in New York en vertakt zich nu wereldwijd. Bonussen, zoals de 600,000€ voor de Dexia- CEO Pierre Mariani in 2010, liggen zwaar onder vuur. Zijn bonussen altijd te ...
"...after the gunshot", replies the answering machine of Herr Flick. Today, a newspaper from progressive left origin had the audacity to bundle all the reactions - or rather lack of reactions - from various members of the board of governors from Dexia and the Communal Holding. The summary is quite a revelation. On ...
Negen punten verdienen de aandacht van het beleid om verdere schade na Dexia te voorkomen. Want de financiële crisis is met de nationalisering van Dexia niet achter de rug. Lees hier de column die Geert Noels publiceerde in De Tijd.
A "Dear John" letter is more than often an ominous sign : "I love you but, it's not easy, difficult circumstances, hope we can still be friends, etc etc ; A dear "Jean Claude" letter apparently is even worse. Yesterday, some blogs pointed to a particular "farewell letter" towards Jean Claude Trichet, presiding his last ECB monetary ...
On the international blogosphere, economists and market watchers are trying to give an answer as to why the US (along with the central banks of Great Britain, Japan, and Switzerland) is providing dollars to European banks that have lost their ability to access dollar capital markets? John Mauldin has the following answer and ...
Barry Ritholtz is de meest invloedrijke Amerikaanse financieel-economische publicist-blogger-journalist. Hij was gastspreker op de recentste editie van de Econopolis Economic Encounters (8 juni), met een zeer gesmaakte uiteenzetting over de globale economie, de toestand in de VS, de rente, de dollar, de nieuwe media, en zoveel ...
Geert Noels stelde hier op vrijdag 29 juli voor om een Europese bankenliquidator op te richten. The EU should be able to close down insolvent banks. Banks should be orderly liquidated when they are in insolvency… Some banks should become smaller, some zombie banks should be closed down in an orderly fashion. A European ...
For some months now, the Basel Committee is pondering on how to tackle the issues of systemic risk. It seems the outcome might well be something along the lines of "agreed it's moral hazard but it's OK".End of April, Reuters leaked a Bundesbank initiative to set up a so-called SIFI list (Systemically Important Financial ...
Uit Knack:U twitterde: ‘Beseffen ze bij de ECB dat het een fout signaal is om Mario Draghi te benoemen tot directeur?’ Waarom? Noels: "Mario Draghi is zo kort na de financiële crisis niet de figuur die breekt met het verleden. Hij had een vooraanstaande functie bij investeringsbank Goldman Sachs in de periode toen de crisis ...
Rating agencies : when the music plays, you most of the time don't need them around and when the music stops, you really don't want them to be around. Yesterday, after years of not being welcome to the party, Moody's invited itself once again and guess what : They even gave a round of free drinks !
